Edit a Location

There may be certain situations where you may need to edit a Location. For example, the Location name has been updated or the Location must be placed into a different folder.

Below are the steps that must be carried out in order to Edit a Location. Expand each step below for further explanation.

Step 1: Navigate to Contacts via 'Master Data>Contacts'. Locate the Locations Tab and Click on the Location Name

To edit a Location in Safefood 360°, navigate to Contacts in Master Data using the 'Master Data>Contacts' buttons and click the 'Locations' tab. Within the 'Locations' tab, click on the name of the Location you wish to edit. The Location name will be in blue text, which indicates a link.

Image: Navigating to Contacts via 'Master Data>Contacts', Clicking 'Locations' Tab, Clicking Location Name

Step 2: Click the 'Actions>Edit' Button in the Location Overview Page

Within the Location page, click the 'Actions>Edit' button to access the Location page to edit the Item.

Image: Location Overview Page with 'Actions>Edit' Buttons

Step 3: Make Required Changes to the Location

Once you have accessed the Location page under the 'Edit' function, you can make changes to any fields.

Note: For further explanation on each of the fields of the Location, see here.

Image: Location Page Ready for Edits

Step 4: Click the 'Save' Button and Confirm Changes via the Reason for Change Pop-up Screen

After completing the changes to the Location, scroll to the bottom of the Location page and click the 'Save' button to save the changes.

Note: It's very important to click the 'Save' button, otherwise the changes will not be made.

Image: 'Save' Button

You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Location page before confirming and saving the changes.

Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Location overview page.

If you do not wish to make edits, click the 'Cancel' button to be brought out of the Location page.

Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked

Image: Detail Reason for Change and Click 'Confirm' Button

Image: Location Overview Page after Edits Saved

Step 5: Accessing the Audit Log to View Changes (Optional)

Edits made to a Location will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.

Image: Navigating to Audit Log Via 'Actions>Audit Log' Button

Image: Audit Log Recording Edits